Skip to main content
1

From your Profile menu, click on CRM Integrations
2

On the “CRM Integration” screen, select the SalesForce integration you would like to map fields for and click on “Set Fields Mapping”
3

ExactInsights can export data to salesforce for the following objects:
  1. Account
  2. Contact
  3. Lead
4

When exporting contact data, ExactInsight can export information to the “Leads” or “Contacts” Objects. Selecting the object the contacts will be exported to is required per integration.
5

Use the Fields Mapping UI to map all the fields you would like Exact Insights to export data to. Mandatory fields for each object are marked in Orange.
6

For custom fields, it is possible to determine the name of the column in Salesforce to which data will be exported.
7

Mark the “Allow Override” checkbox to enable field updates in case it already exists in Salesforce and contains values.
8

Click “Save”
9

The following columns will be created implicitly by ExactInsights when exporting data to Salesforce and do not require mapping:
  1. Explorium Enrichment Date (Date)
  2. Lead Source (Value = “Explorium”)
I